Connect Signwell and Evolved Metrics CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Document Completed
Document Sent
Document Viewed
Choose an Action
Automatically do this!
- Request a new Action for Evolved Metrics CRM
Enable Integrations or automations with these events of Signwell and Evolved Metrics CRM
Enable Integrations or automations with these events of Signwell and Evolved Metrics CRM
Triggers
Document Completed
Triggers when a document has been completed.
Document Sent
Triggers when a document is sent.
Document Viewed
Triggers when a signer view a document for the first time.
Actions
Create Document From Template
Creates a document from a template and sends the document. This action uses API requests. Limits apply if not using an API plan.
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Frequently Asked Questions
To start, connect both your Signwell and Evolved Metrics CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Signwell triggers actions in Evolved Metrics CRM (or vice versa).
Absolutely. You can customize how Signwell data is recorded in Evolved Metrics CRM. This includes choosing which data fields go into which fields of Evolved Metrics CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Signwell and Evolved Metrics CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Signwell and Evolved Metrics CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Signwell
Signwell is a digital platform that facilitates electronic signatures and document management, streamlining the process of signing, sending, and storing documents securely online.
Learn MoreAbout Evolved Metrics CRM
An upgrade from a spreadsheet, CRM will help you organize your sales process so that you can focus on what matters most, building relationships with your customers.
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